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    Customer Use Cases

    See what teams build with Decisions.

    Real-world automations across industries — from claims and compliance to lending and logistics. Explore how organizations put Decisions to work.

    Financial Services
    Financial Services

    North America

    Automating Portfolio Accounting Transactions

    A customer used Decisions to automate portfolio accounting by transforming transactions and gains/losses into journal entries, combining automation with oversight.

    Rules Engine
    Rules Engine

    Global

    Automating Quote Generation for Speed and Accuracy

    A financial service provider used Decisions to modernize its quoting process by building a tool to automate calculations and apply dynamic rules.

    Insurance
    Insurance

    Global

    Automating RMBS Data Validation

    A financial services company used Decisions to automate RMBS data validation and transformation improving accuracy, speed, and efficiency.

    Financial Services
    Financial Services

    Europe

    Automating Regulatory Data Validation & Reporting

    A financial regulator automated data validation and reporting with Decisions, cutting manual effort, improving compliance, and boosting visibility.

    Financial Services
    Financial Services

    Global

    Automating Stale Acccount Discovery

    A financial services institution used Decisions to automate stale account discovery, which ensured compliance and reduced operational costs.

    Financial Services
    Financial Services

    North America

    Automating Task Tracking to Streamline Mortgage Listing

    A mortgage insurer used Decisions to automate property listing workflows, ensuring compliance, efficiency, and seamless stakeholder collaboration.

    Financial Services
    Financial Services

    Global

    Automating Task Workflows and Approvals

    Decisions helped a financial firm automate approvals and task workflows, boosting compliance, speed, and visibility into critical processes.

    Non-Profit
    Non-Profit

    Global

    Automating Travel Insurance for Global Nonprofits

    A global nonprofit used Decisions to automate travel insurance, enabling faster processing, compliance, and transparent coverage management.

    Insurance
    Insurance

    Global

    Automating Underwriting for Faster Approvals

    An insurer used Decisions to automate underwriting with rules and data integrations enabling instant approvals, reducing effort, and improving CX.

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